The Right Conditions
Great startups ride shocks and shifts. A rare few create their own.
Day by Jay
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Latest posts
AI is coming for the jobs people actually like
Why automation isn’t targeting the worst jobs and what that means for work, wages, and fulfillment
SaaS Was Never About the Software
What the "AI-kills-SaaS" narrative gets wrong
When Power Laws Collide, Incentives Do Too
Why the same math that drives venture capital’s biggest successes also creates its greatest misalignments
AI Raises a Big Question, but Legacy Industries Have Already Answered It
The key to understanding which software models will create the most value lies in the economics of traditional industries.
Fixing Industrial Productivity: How AI Will Revitalize Our Workforce
Understanding the role of AI in enhancing efficiency and empowering workers in the industrial sector.
Unlocking hidden value: How niche markets are bigger opportunities than VCs think
Ode to Procore; a case study on niche versus mass-market project management software
When MVPs aren't the most valuable: how to approach markets with few early adopters
Exploring early adopters and initial use cases in industrial software
The dry powder fallacy: why there is 50% less startup capital than we think
Startup fundraising will hit five-year lows in 2023
What proximity matters most for building vertical startups?
You can't invest in vertical-SaaS without investing in second-tier ecosystems